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YLD vs RLY

Principal Active High Yield ETF vs State Street Multi-Asset Real Return ETF

YLD

Principal Active High Yield ETF

Annual cost

0.39%

Fund size

$545M

RLY

State Street Multi-Asset Real Return ETF

Annual cost

0.50%

Fund size

$1.2B

Key differences

Both YLD and RLY are fixed income ETFs. YLD charges 0.39% a year and RLY 0.50%. The main difference: YLD costs 0.11% less per year.

  • YLD costs 0.11% less per year.
  • Over the last three years, RLY has delivered higher annualized returns.

Side-by-side comparison

YLDRLY
Annual cost (TER)0.39%0.50%
Fund size (AUM)$545M$1.2B
Since20152012
Dividend yield7.29%2.89%
Asset classfixed incomefixed income
Regionglobal
Strategyactive selectionactive selection
CAGR 1Y+7.1%+26.9%
CAGR 3Y+8.8%+14.1%
CAGR 5Y+4.9%+9.9%
Sharpe 3Y0.870.90
Volatility 1Y4.35%10.35%
Max drawdown-28.34%-34.17%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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